Corey Jeanor
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
8 yearsExperience
1 stateRegistered in
$197.5BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
8 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedFeb 2025 to now
- StifelDec 2024 to now
- Park Avenue SecuritiesAug 2024 to Dec 2024
- Guardian Life Insurance CompanyAug 2023 to Dec 2024
- Lifetime Financial GrowthApr 2023 to Dec 2024
- Ohio Northern UniversityAug 2021 to May 2024
- DoordashApr 2021 to Aug 2022
- Ashland UniversityAug 2020 to May 2022
- N/aMay 2020 to Aug 2020
- Texas RoadhouseOct 2019 to Feb 2020
- Franklin Central High SchoolJul 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IN).
Stifel, Nicolaus & Company, Incorporated
$197.5BAssets managed
236,191Clients
3,341Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7724245
- Firm CRD
- 793